+3,419.7%
ROST vs VEU
+174.2%
+3,245.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.3% | -2.3% |
| 7D | +0.3% | +2.1% | -1.8% | -1.1% |
| 30D | +0.5% | -0.9% | +1.4% | +1.2% |
| 3M | -5.2% | -5.4% | +0.1% | -1.7% |
| 6M | +9.8% | -1.8% | +11.6% | +10.6% |
| YTD | +29.4% | +10.9% | +18.5% | +19.5% |
| 1Y | +44.4% | +13.6% | +30.8% | +31.2% |
| 3Y | +95.0% | +69.3% | +25.7% | +34.2% |
| 5Y | +111.9% | +48.1% | +63.8% | +60.1% |
| 10Y | +301.2% | +148.0% | +153.3% | +125.5% |
| All | +3,419.7% | +174.2% | +3,245.5% | +1,654.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling